has balsys CFA violated standards by mentioning clancy to a friend who works in environment agency?
if not what is the reason
Please briefly explain why you feel this question should be reported.
Please briefly explain why you feel this answer should be reported.
Please briefly explain why you feel this user should be reported.
Yes, Balsys has violated standard 3(e) by mentioning client name. If he had only mentioned to his friend that one of his client is interested in donating funds for environmental cause then it wouldn’t have been a violation.
I hope this helps you!
thank you